In this article we will learn how to add one or more contacts via the web or your phone, and how to add a contact on the fly, when sharing items with them by email.
Notes:
Right now it's not possible to import your contacts from other platforms such as Outlook, Gmail.
All contacts are visible to all members of your account.
The contact’s first name, last name and email address are mandatory fields in order to save a contact.
Click to jump to a topic and learn more:
Create new contacts on RapNet
Add a single contact via the My Contacts page or when sharing an item.
Via My Contacts page
People > MY CONTACTS > + New Contact
Type in your contact’s information and click Save. Pop up screen confirms your contact has been successfully added.
When sharing an item
Read these Help Articles to learn how share diamond and jewelry items with all your customers by email and create a new contact.
Add Multiple Contacts via RapNet website
You can import multiple contacts into My Contacts via RapNet using a CSV file.
With this method you can also create your new contacts with new or existing tags!
RapNet > My Contacts > Import from CSV
CSV file pop up > download CSV template
Either type in your contacts into the CSV file or export a list of contacts from your customer management system and copy/paste them into the correct columns > Save
NOTE: First name, Last name and email address are mandatory fields
Go back to RapNet My Contacts > Browse, Drag & Drop your CSV file > click Import.
We notify you once your file has been processed and there's a report is ready under My Reports section and the contacts are now added to My Contacts on RapNet.
Reports Center
Your newly added contacts
Create new contacts via your phone and the RapNet App
Create a single contact via your phone
Watch this video to learn how to import a single contact from your phone!
Step by step visual
Add Multiple Contacts via your phone
Watch this video to learn how to import multiple contacts from your phone into RapNet My Contacts.